Maner Wealth, Llc
- Regulatory AUM
- $299M
- Discretionary
- $299M
- Clients
- 492
- Avg AUM / client
- $609K
- Accounts
- 1,256
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 409 | $95.2M | 31.8% |
| High net worth individuals | 42 | $99.3M | 33.1% |
| Pension and profit sharing plans | 5 | $7.6M | 2.55% |
| Charitable organizations | 5 | $1.4M | 0.47% |
| State or municipal government entities | 5 | $22.3M | 7.46% |
| Corporations and other businesses | 26 | $73.6M | 24.6% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Christopher Nordmann | Managing Member/Principal/Chief Compliance Officer | CFP | Mar 2020 (6y) | Less than 5% |
| Nathan Jeffrey Whitson | Registered representative | Oct 2020 (6y) | ||
| Steven M Guipe | Registered representative | Jun 2021 (5y) | ||
| Richard Lawrence Tanke | Registered representative | Personal Financial Specialist | Jan 2025 (2y) | |
| Aidan Matthew Kern | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Maner, Costerisan & Ellis, P.C. | Owner | Feb 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $204M (68% of AUM) Apr 2026
- Fidelity Brokerage Services $86.7M (29% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗